Jim Simons Renaissance Technologies
Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$693M |
| 2 |
Meta Platforms (Facebook)
META
|
+$446M |
| 3 |
Johnson & Johnson
JNJ
|
+$306M |
| 4 |
Evergy
EVRG
|
+$288M |
| 5 |
Walmart Inc
WMT
|
+$265M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$596M |
| 2 |
Booking.com
BKNG
|
+$519M |
| 3 |
Amazon
AMZN
|
+$518M |
| 4 |
Eli Lilly
LLY
|
+$268M |
| 5 |
UnitedHealth
UNH
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.51% |
| 2 | Technology | 14.39% |
| 3 | Financials | 11.76% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Real Estate | 8.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WMC
1151
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $14.2M | 0.02% |
135,810
+47,840
| +54% | +$4.9M |
|
1152
Strategic Education
STRA
$1.83B
| $14.1M | 0.02% |
125,200
-24,070
| -16% | -$2.57M |
|
|
UMPQ
1153
DELISTED
Umpqua Holdings Corp
UMPQ
| $14.1M | 0.02% |
626,195
+556,190
| +795% | +$13M |
|
1154
Star Bulk Carriers
SBLK
$3.2B
| $14.1M | 0.02% |
1,098,899
+482,319
| +78% | +$6.14M |
|
|
FFIC
1155
DELISTED
Flushing Financial
FFIC
| $14.1M | 0.02% |
541,060
+55,500
| +11% | +$1.49M |
|
1156
Timberland Bancorp
TSBK
$360M
| $14.1M | 0.02% |
378,100
+30,600
| +9% | +$1.01M |
|
1157
Primoris Services
PRIM
$4.38B
| $14.1M | 0.02% |
518,048
-17,352
| -3% | -$460K |
|
1158
Embotelladora Andina Series B
AKO.B
$4.84B
| $14.1M | 0.02% |
611,130
+37,130
| +6% | +$1.03M |
|
1159
Atlanta Braves Holdings Series B
BATRK
$3.45B
| $14.1M | 0.02% |
543,500
+168,900
| +45% | +$4.08M |
|
1160
WaFd
WAFD
$2.82B
| $14M | 0.02% |
428,976
+77,900
| +22% | +$2.56M |
|
1161
Fortuna Silver Mines
FSM
$3.1B
| $13.9M | 0.02% |
2,448,600
+1,301,200
| +113% | +$7.28M |
|
|
EPAY
1162
DELISTED
Bottomline Technologies Inc
EPAY
| $13.9M | 0.02% |
279,000
-275,742
| -50% | -$12.3M |
|
1163
Baytex Energy
BTE
$3B
| $13.9M | 0.02% |
4,172,395
+4,050,795
| +3,331% | +$15.9M |
|
1164
Emcor
EME
$36.9B
| $13.9M | 0.02% |
182,000
+700
| +0.4% | +$54.3K |
|
1165
Movado Group
MOV
$816M
| $13.9M | 0.02% |
287,000
+121,500
| +73% | +$5.25M |
|
1166
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
| $13.8M | 0.02% |
113,700
+30,800
| +37% | +$3.68M |
|
|
FFNW
1167
DELISTED
First Financial Northwest, Inc
FFNW
| $13.8M | 0.02% |
708,800
+51,033
| +8% | +$915K |
|
1168
DMC Global
BOOM
$155M
| $13.8M | 0.02% |
308,100
+86,632
| +39% | +$3.35M |
|
|
BERY
1169
DELISTED
Berry Global Group, Inc.
BERY
| $13.8M | 0.02% |
327,938
-386,996
| -54% | -$18M |
|
|
AHL
1170
DELISTED
ASPEN Insurance Holding Limited
AHL
| $13.7M | 0.02% |
337,800
-439,900
| -57% | -$19M |
|
1171
Huntington Bancshares
HBAN
$36.4B
| $13.7M | 0.01% |
928,544
-2,872,900
| -76% | -$43.2M |
|
|
CHS
1172
DELISTED
Chicos FAS, Inc.
CHS
| $13.7M | 0.01% |
1,677,100
+1,496,400
| +828% | +$14.2M |
|
1173
Yum China
YUMC
$16.5B
| $13.6M | 0.01% |
353,800
-1,751,700
| -83% | -$69.4M |
|
1174
Marcus & Millichap
MMI
$1.19B
| $13.6M | 0.01% |
348,600
+98,600
| +39% | +$3.64M |
|
|
CSW
1175
CSW Industrials
CSW
$5.72B
| $13.6M | 0.01% |
256,900
+79,200
| +45% | +$3.76M |
|
Similar funds
Jim Simons's Q2 2018 Portfolio in Review
As of Q2 2018, Jim Simons held 3,750 positions worth $91.7B, up 0.34% from $91.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Jim Simons withdrew a net $3.9B in Q2 2018, closing 524 positions and reducing 1,111 holdings. Its most notable exit was Booking.com, an estimated $519M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.
Against the trend, Jim Simons opened a new position in Apple worth $707M.
- Jim Simons's largest Q2 2018 buy was Apple: 15,275,332 shares worth $707M.
- Jim Simons added most to Johnson & Johnson in Q2 2018, an estimated $306M increase.
- Jim Simons's biggest Q2 2018 reduction was Home Depot, cutting an estimated $596M.
- Jim Simons fully exited Booking.com in Q2 2018, selling an estimated $519M.
- Jim Simons's ten largest holdings make up 9.1% of its $91.7B portfolio in Q2 2018.
- Jim Simons opened 412 new positions and closed 524 in Q2 2018.
- Jim Simons's portfolio value rose 0.34% quarter-over-quarter to $91.7B.
Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.